Group training session agenda
This is an intermediate session for Financial Adviser users. The session will cover Fact Finds, Policy Overview, Mailshotting and Excel Reporting, Standard Management Reports, Full Accounts, Contract Enquiry, and an introduction to CFS and Synety.
10.30 - 11.00
Fact Finds, Client Notes with Auto Chase-Ups
11.00 - 11.30
Policy Overview inc. Compliance Screens and Group Schemes
11.30 - 11.50
Mailshotting and Excel Reporting
11.50 - 12.30
Management Reports, KPI Reports inc. TCF and RMAR Reports
12.30 - 13.00
Lunch
13.00 - 13.15
New Data Protection options
13.15 - 14.40
Full Accounts inc. Posting, Reconciliation, Commission/Fees and E-Commissions
14:40 - 15.00
Contract Enquiry with Wrap and Investment Reports
15.00 - 15.20
Introduction to Durell CFS (Client Facing Services) and CloudCall call recording software
15.20 - 15.30
Q&A Session
It is advised you aim to arrive at 10.15am for tea and coffee before the session starts at 10.30am.
Please let us know if you have any special dietary requirements, are intending to use our car park, or you are unable to attend the session.
See more of our upcoming events.